Travis Fling, financial advisor Columbus OH
98 score

Travis Fling

CRD Number: 5833444
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Travis Fling (CRD# 5833444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,na Columbus, OH Nov 2010 - Current 8
Merrill Lynch Columbus, OH Jul 2010 - Current 8
Merchants National Bank London, OH Dec 2006 - Jul 2010 3
Residential Finance Corporation Columbus, OH Apr 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Travis S. Fling
Phone Number: (614) 225-3103
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    797,284
    MILLIONS
  • Total Number of Accounts
    2,472,247
    ACCOUNTS
  • Average Account Value
    $322,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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